Simon Bray

What were the circumstances that caused you to initially look for an adviser?

The need to consolidate our savings and to create a portfolio which met our specific needs.

How has Simon Bray helped you?

Simon has helped us to identify our attitude towards risk and to ensure that our investments reflect this and he has also advised us us on our options as our requirements change.

Have you seen the outcome you were hoping for?

The market has been in flux for numerous reasons so the returns have possibly been less than we had hoped, however, under the circumstances, I feel that the right decisions have been made in a timely way to safe guard our investments.

What could they have done better?

Nothing.

This review is a follow-up review from a client who left a review previously.

How has Simon Bray helped you since your last review?

He has been instrumental in planning our financial future in all respects.

What were the circumstances that caused you to initially look for an adviser?

We had had funds that had been badly managed by another adviser and needed advice on how these should be invested.

How has Simon Bray helped you?

He has guided us through our changing situations always finding the most advantageous path - we have no knowledge of investment and he has shouldered this burden for us completely.

Have you seen the outcome you were hoping for?

Yes, we always feel confident that Simon looks after our best interests.

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Simon Bray helped you since your last review?

Simon has continued to meet with us regularly and discuss our portfolio in the light of global change and shifting trends. He invariably presents us with a range of scenarios for future planning whilst always taking into consideration benefits versus risks and whether anything would be advantageous to us. He is very knowledgeable and cautious so we feel in very safe hands. Any decisions are always made with the latest facts to hand so that we can make an informed choice where necessary.

What were the circumstances that caused you to initially look for an adviser?

Around 8 years ago, my mother-in-law was entering a care home and we needed advice managing her finances; after she died 2 years later, we needed help managing my own mother's estate and returned to Simon because he had been so helpful and impressive previously.

How has Simon Bray helped you?

My mother is still alive (in care) and my wife and I are both approaching retirement; we have been with Simon all this time as he manages my mother's investments, inheritance planning and our retirement income also.

Have you seen the outcome you were hoping for?

Absolutely. We are eternally grateful to Simon. Not only has he ensured my mother's savings work in the best way possible, he has been incredibly clear in explanation. All options are laid out and he is careful to ensure that we make our own investment decisions at a level we are comfortable with. It is important to also say that we always look forward to our meetings with Simon as he is so friendly and personable and we feel really well educated in financial matters we had no idea about before! More than that, if we have any questions, no matter how large or small, we receive answers really quickly.

What could they have done better?

Nothing at all. I don't think it's possible to be more impressed or grateful and it's been a great reassurance to know our savings and investments etc. are in such safe and effective hands.